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Building the Business Case for Tax Automation

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

Automation is a hot topic in today's corporate tax department. It is often hailed as something that will solve all your problems by saving time and reducing errors and headaches. However, many people get sticker shock when they see the price tag on automation and become worried their boss will not approve automated software. In order to get approval, you'll need to demonstrate the value it brings to your company with a well-constructed business case.

Join Bloomberg Tax & Accounting's Product and Professional Services teams to learn how to effectively put a value on your automation goals.

Educational Objectives:

  • Learn how to compute time and hours saved by automation
  • How to determine the cost of NOT automating
  • How to identify what to factor into your budget
  • How to make a decision to build, buy, or partner

Audience: This program is designed for c-suite executives, and directors and managers within corporate tax and accounting departments. 

Presenters

Ryan Sheehan
  • Senior Product Lead - Software
  • Bloomberg Tax & Accounting

Ryan Sheehan is a Senior Product Manager for Bloomberg Tax & Accounting. He is responsible for Bloomberg Tax & Accounting's corporate tax products, including Advantage Fixed Assets and Advantage Leased Assets. Prior to Bloomberg Tax & Accounting, Ryan was a CPA at KPMG’s Washington D.C. Metro office in the Business Tax Services practice.  

Michelle Vanderloo
  • Director, Training & Software Services
  • Bloomberg Tax & Accounting

Michelle is the Director of Training and Software Services for Bloomberg Tax & Accounting. She is responsible for the day-to-day operations for Bloomberg Tax & Accounting software applications, including assessment, conversion, and implementation and training services for customers. During her tenure, she has developed a comprehensive suite of Professional Services to facilitate the implementation of tax and accounting products. In addition, Michelle is responsible for crafting comprehensive turnkey solutions for clients to facilitate automation in their environments.   

She is a licensed Certified Public Accountant in Virginia and Maryland and a member of The Society for Depreciation Professionals. 

Aidan Reilly-Seivert
  • Senior Product Manager - Software
  • Bloomberg Tax & Accounting

Aidan Reilly is a Senior Product Manager for Bloomberg Tax & Accounting. He is responsible for integration efforts across the software product suite. Prior to Bloomberg Tax & Accounting, Aidan was a Director at Folio Financial where he built an API connectivity product line and worked with other broker dealer technology departments.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA
Practice Areas:
Field of Study: Taxes
Level:
Any
Production Date:
03/19/2020